SCSHREE CEMENT500387Cement

Shree Cement stock rose nearly 2% as discussion centered on its valuation correction and new volume-focused strategy, though guest remained skeptical on cement sector fundamentals

By ScoutQuest · Fri 23 Oct 2026, 3:27 PM IST · 1 min read

Stock move today

up close to 2 percent

Price correction from peak

30,000 rupees to around 22,000 rupees

Capacity utilization breakeven threshold

70 to 72 percent

Heard on business television between 15:27:18 - 15:30:18 IST.

• Shree Cement stock was up close to 2% on the day, having corrected from over 30,000 rupees to around 22,000 rupees.
• The anchor noted the stock's valuation premium had eroded and management (Mr. Bangur) had shifted strategy toward volumes with profitability holding up versus expectations.
• Anand Tandem raised skepticism on cement broadly, questioning whether industry capacity utilization has crossed the 70-72% breakeven threshold needed for profitability.
• He argued capacity expansion continually outpaces demand, forcing companies to eventually give up price increases, and questioned why strategic cement assets trade cheaper than market willingness to pay.

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